SFA

Souders Financial Advisors Portfolio holdings

AUM $786M
1-Year Est. Return 13.91%
This Quarter Est. Return
1 Year Est. Return
+13.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$663M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.07M
3
+$2.87M
4
URI icon
United Rentals
URI
+$2.78M
5
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$1.23M

Top Sells

1
+$3.51M
2
+$3.29M
3
+$3.02M
4
EL icon
Estee Lauder
EL
+$3M
5
ADBE icon
Adobe
ADBE
+$948K

Sector Composition

1 Technology 8.01%
2 Healthcare 5.5%
3 Financials 5.15%
4 Consumer Staples 4.76%
5 Industrials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.92M 1.04%
118,788
+3,786
27
$6.37M 0.96%
34,707
-11
28
$6.09M 0.92%
31,491
+279
29
$6.04M 0.91%
117,151
+4,045
30
$6.03M 0.91%
237,239
+7,199
31
$5.96M 0.9%
153,919
+7,053
32
$5.84M 0.88%
11,461
+256
33
$5.83M 0.88%
216,588
+5,190
34
$5.82M 0.88%
16,907
+415
35
$5.67M 0.85%
21,594
+272
36
$5.67M 0.85%
39,696
+230
37
$5.61M 0.85%
267,540
+18,669
38
$5.08M 0.77%
80,590
+1,521
39
$4.5M 0.68%
43,264
+1,734
40
$4.4M 0.66%
14,084
+11,376
41
$4.1M 0.62%
18,795
+243
42
$4.03M 0.61%
9,186
+545
43
$3.96M 0.6%
206,289
+7,049
44
$3.92M 0.59%
18,579
+443
45
$3.76M 0.57%
21,924
+921
46
$3.74M 0.56%
194,852
+6,542
47
$3.73M 0.56%
37,184
+537
48
$3.72M 0.56%
32,549
-854
49
$3.7M 0.56%
180,945
+6,801
50
$3.6M 0.54%
105,732
+2,949
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